VISTA FINANCE, LLC

data from 30/09/2025

Capitalization

$ 150.602 M 29.72 %

Average holding period

5 ans

Performance

$ 2.975 M 1.81 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in VISTA FINANCE, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 MAGS LISTED FDS TR 22.17% 33.390 M $ 514804 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLD SPDR GOLD TR 22.12% 33.306 M $ 93695 2022/03/31 4.153 M $ 16.61 %
2025/09/30 FSCO FS CREDIT OPPORTUNITIES CORP 9.96% 14.995 M $ 2170009 2023/09/30 -719.153 K $ -4.82 %
2025/09/30 ARCC ARES CAPITAL CORP 8.22% 12.384 M $ 606745 2024/12/31 -904.893 K $ -7.06 %
2025/09/30 AMLP ALPS ETF TR 6.95% 10.462 M $ 222920 2022/06/30 -408.787 K $ -3.95 %
2025/09/30 EEM ISHARES TR 6.83% 10.288 M $ 192665 2024/03/31 894.599 K $ 10.70 %
2025/09/30 EA SERIES TRUST 3.48% 5.243 M $ 154198 2024/12/31 118.132 K $ 2.22 %
2025/09/30 FSK FS KKR CAP CORP 2.47% 3.718 M $ 249018 2025/03/31 -1.307 M $ -28.05 %
2025/09/30 FBTC FIDELITY WISE ORIGIN BITCOIN 2.03% 3.064 M $ 30696 2024/12/31 35.682 K $ 6.19 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 1.29% 1.943 M $ 29885 2024/06/30 113.264 K $ 6.19 %
2025/09/30 IWM ISHARES TR 1.06% 1.589 M $ 6567 2024/12/31 107.584 K $ 12.13 %
2025/09/30 TSLA TESLA INC 1.04% 1.566 M $ 3521 2022/03/31 449.284 K $ 40.00 %
2025/09/30 AAPL APPLE INC 0.97% 1.467 M $ 5762 2021/12/31 284.939 K $ 24.10 %
2025/09/30 IVV ISHARES TR 0.92% 1.384 M $ 2068 2021/12/31 100.817 K $ 7.80 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.77% 1.166 M $ 12987 2024/06/30 64.150 K $ 5.82 %
2025/09/30 AMZN AMAZON COM INC 0.74% 1.115 M $ 5080 2024/03/31 923.000 $ 0.08 %
2025/09/30 ICSH ISHARES TR 0.66% 994.460 K $ 19595 2022/06/30 1.161 K $ 0.08 %
2025/09/30 FFIN FIRST FINL BANKSHARES INC 0.44% 656.141 K $ 19499 2024/09/30 -45.432 K $ -6.48 %
2025/09/30 MSFT MICROSOFT CORP 0.34% 515.845 K $ 996 2023/06/30 20.437 K $ 4.13 %
2025/09/30 MEDP MEDPACE HLDGS INC 0.33% 492.565 K $ 958 2024/12/31 231.947 K $ 63.82 %
2025/09/30 DFAC DIMENSIONAL ETF TRUST 0.31% 462.551 K $ 11992 2021/12/31 32.738 K $ 7.62 %
2025/09/30 HLI HOULIHAN LOKEY INC 0.30% 457.453 K $ 2228 2024/12/31 56.524 K $ 14.10 %
2025/09/30 MSTR STRATEGY INC 0.30% 447.227 K $ 1388 2025/03/31 -84.726 K $ -20.29 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.29% 431.662 K $ 648 2024/12/31 33.154 K $ 7.81 %
2025/09/30 GOOGL ALPHABET INC 0.28% 425.494 K $ 1750 2024/06/30 117.691 K $ 37.94 %
2025/09/30 CIGI COLLIERS INTL GROUP INC 0.27% 410.520 K $ 2628 2024/12/31 78.883 K $ 19.66 %
2025/09/30 OMF ONEMAIN HLDGS INC 0.26% 398.777 K $ 7063 2024/12/31 -3.819 K $ -0.95 %
2025/09/30 FSV FIRSTSERVICE CORP NEW 0.26% 396.219 K $ 2080 2024/12/31 33.025 K $ 9.09 %
2025/09/30 VCTR VICTORY CAP HLDGS INC 0.26% 385.192 K $ 5948 2024/12/31 7.129 K $ 1.71 %
2025/09/30 GRBK GREEN BRICK PARTNERS INC 0.26% 384.737 K $ 5209 2024/12/31 57.216 K $ 17.46 %
2025/09/30 TBIL RBB FD INC 0.25% 373.250 K $ 7465 2023/12/31 0.000 $ 0.00 %
2025/09/30 ADUS ADDUS HOMECARE CORP 0.24% 367.539 K $ 3115 2024/12/31 8.721 K $ 2.43 %
2025/09/30 RBC RBC BEARINGS INC 0.24% 357.115 K $ 915 2024/12/31 5.023 K $ 1.43 %
2025/09/30 NPO ENPRO INC 0.23% 351.204 K $ 1554 2024/12/31 45.439 K $ 17.98 %
2025/09/30 HLNE HAMILTON LANE INC 0.23% 346.006 K $ 2567 2024/12/31 -18.823 K $ -5.16 %
2025/09/30 PLUS EPLUS INC 0.23% 340.138 K $ 4790 2024/12/31 -5.225 K $ -1.51 %
2025/09/30 DSGX DESCARTES SYS GROUP INC 0.20% 305.682 K $ 3244 2024/12/31 -24.077 K $ -7.30 %
2025/09/30 NVDA NVIDIA CORPORATION 0.20% 305.211 K $ 1636 2024/09/30 46.744 K $ 18.09 %
2025/09/30 BTC GRAYSCALE BITCOIN MINI TR ET 0.18% 267.225 K $ 5278 2025/09/30 0.000 $ 0.00 %
2025/09/30 RLI RLI CORP 0.18% 265.837 K $ 4076 2024/12/31 -32.585 K $ -9.69 %
2025/09/30 IESC IES HLDGS INC 0.17% 259.268 K $ 652 2025/09/30 0.000 $ 0.00 %
2025/09/30 MUSA MURPHY USA INC 0.17% 250.816 K $ 646 2024/12/31 -11.976 K $ -4.56 %
2025/09/30 ABG ASBURY AUTOMOTIVE GROUP INC 0.17% 249.583 K $ 1021 2024/12/31 6.040 K $ 2.48 %
2025/09/30 FN FABRINET 0.17% 248.671 K $ 682 2025/09/30 0.000 $ 0.00 %
2025/09/30 SKY CHAMPION HOMES INC 0.16% 240.489 K $ 3149 2024/12/31 0.000 $ 0.00 %
2025/09/30 MOD MODINE MFG CO 0.16% 240.108 K $ 1689 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 0.16% 238.679 K $ 980 2025/09/30 0.000 $ 0.00 %
2025/09/30 MGY MAGNOLIA OIL & GAS CORP 0.15% 228.627 K $ 9578 2024/12/31 16.866 K $ 6.18 %
2025/09/30 IWB ISHARES TR 0.14% 214.902 K $ 588 2025/09/30 0.000 $ 0.00 %
2025/09/30 BCPC BALCHEM CORP 0.14% 210.234 K $ 1401 2024/12/31 -12.805 K $ -5.74 %
2025/09/30 CPK CHESAPEAKE UTILS CORP 0.14% 209.982 K $ 1559 2025/09/30 0.000 $ 0.00 %
2025/09/30 APG API GROUP CORP 0.14% 207.045 K $ 6024 2025/06/30 2.048 K $ 1.00 %
2025/09/30 VSEC VSE CORP 0.14% 206.138 K $ 1240 2025/09/30 0.000 $ 0.00 %
2025/09/30 GBCI GLACIER BANCORP INC NEW 0.13% 202.467 K $ 4160 2025/09/30 0.000 $ 0.00 %
2025/09/30 TSLA TESLA INC 0.12% 177.888 K $ 400 2025/06/30 50.824 K $ 35.49 %
2025/09/30 UFPI UFP INDUSTRIES INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 SEM SELECT MED HLDGS CORP 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 ALG ALAMO GROUP INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 HRI HERC HLDGS INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CBZ CBIZ INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 GE GE AEROSPACE 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 PAYX PAYCHEX INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %